Use this article to send, download, print, edit, preview or pay an invoice from the invoice page, and to see what the customer sees. Clicking an invoice number on the Invoice tab opens the invoice page. The invoice itself is on the left; everything you can do with it is on the right:
Payment Status – for example DUE or PAID.
Invoice Status – DRAFT or SENT.
Send Invoice – emails the invoice (see below).
Download – saves the invoice as a PDF named invoice-<number>.pdf.
Print – opens a print-ready copy in a new tab with a Print button.
Edit – reopens the invoice form.
Preview – opens the customer view in a new tab.
Pay Now – records or takes a payment (see below).
Invoice Activity – a log of what has happened to the invoice, such as when it was created, edited or downloaded, and by whom.
How do I send an invoice by email?
To send an invoice by email, click Send Invoice. In the Send Invoice dialog:
Send To – the client's email address, taken from their contact record.
Subject – the subject line of the email.
Message – the body of the email. The invoice is attached automatically (Invoice Attached).
Send – sends the email.
How do I record or take a payment with Pay Now?
To record or take a payment, click Pay Now; it opens the Pay Invoice dialog with the invoice total at the top. Use coupon code lets you apply a code before paying.
Cash – record a cash payment.
Check – record a check payment; a Check No. box appears.
Card – take a card or ACH payment on the spot. The total switches to the card price.
Mark as paid – records the cash or check payment against the invoice.
What does the customer see?
To see what the customer sees, click Preview. It opens the customer view: the invoice with your business details, the items, the totals and three buttons – Download, Print and Pay Now.
Pay Now in the customer view takes the customer to a payment page where they can pay by Card or ACH.